Home Reit Share Discussion Threads

[smesny] 15/12/2015 15:51

just made quick counting and if I vallueate this stock based on its asset it is now 16m cheaper than it should be.

taking in account all assets(except goodwill and Other intangible assets) minus all liabilities the company is worth £804.6M ... currently trading on £788.18M market cap.

getting goodwill for free sounds good to me

[cwa1] 15/12/2015 15:33

Had a teensy little punt down at these levels. Not any special confidence in the stock, just hoping it has been oversold a touch and that things might not be QUITE as bad as they seem.....

[glasgow13] 15/12/2015 15:31

Thanks for the link.

[my retirement fund] 15/12/2015 15:30

I think it was a typo and was supposed to read Kingfisher.

As you know they had a good go at restructuring Homebase but no ones seems interested.

As he quite rightly says perhaps any suitor for Homebase will simply wait to see how bad the sector is going to get. It may well be there is only room for B&Q

As for Argos, given Amazons dominance it may well also prove to be worthless in the long run

[masurenguy] 15/12/2015 15:28

They obviously meant Homebase but their ownership mix up doesn't alter the scenario of store closures. Home Retail previously stated that they would close a quarter of its Homebase stores by 2018 while Kingfisher are adopting the same policy with B & Q.

[dealer1972] 15/12/2015 15:16

That article is sooooooo bad lol. "been closing down B&Q stores left, right and centre" WTF??? HRG ARE NOT B&Q lol

Sounds like a desperate attempt to push the share price down to help his short tbh. I believe Black Friday was the biggest sales day for the company on record.

[toffeeman] 15/12/2015 14:52

Odey is short - says HOME will have a terrible Xmas - in the Times today

[glasgow13] 15/12/2015 14:49

Why the drop?

[oldvic] 07/12/2015 20:18

market sniper

all those listed above

and habitat

[market sniper1] 07/12/2015 13:37

Home Retail Group Plc 56% Potential Upside Indicated by Nomura
Posted by: Ruth Bannister 7th December 2015

Home Retail Group Plc with EPIC/TICKER LON:HOME has had its stock rating noted as ‘Reiterates217; with the recommendation being set at ‘BUY’ this morning by analysts at Nomura. Home Retail Group Plc are listed in the Consumer Services sector within UK Main Market. Nomura have set a target price of 170 GBX on its stock. This would indicate that the analyst believes there is a potential upside of 56% from the opening price of 109 GBX. Over the last 30 and 90 trading days the company share price has decreased 2.7 points and decreased 52.7 points respectively.

Home Retail Group Plc LON:HOME has a 50 day moving average of 121.35 GBX and a 200 day moving average of 154.35 GBX. The 52 week high for the share price is currently at 219.38 GBX while the year low share price is currently 96.7 GBX. There are currently 815,092,075 shares in issue with the average daily volume traded being 3,805,945. Market capitalisation for LON:HOME is £893,340,902 GBP.

Home Retail Group Plc is a United Kingdom-based home and general merchandise retailer. The Company’s segments include Argos, Homebase and Financial Services. Argos is a digital retailer, which sells products through its 755 stores, Website and mobile applications.

[jonny33] 07/12/2015 09:31

LOL another weekend another rumor, suits me fine this is the third week I've sold on the back of a rumor, then bought back in later in the week at a lower price.

[kalkanite] 07/12/2015 08:28

The shares have had an overshoot on the negative side so not surprised any rumours are pushing them higher.
This is a classic Ben Graham value share imo. Very rare in a strong market.

[shamus21] 07/12/2015 08:16

Just the same old story's we have seen before. Nothing will happen until the new year. All this recycling of old news looks more like an attempt to support the stock price.

[nav_mike] 06/12/2015 15:33

Just used the click and collect service for some bits and the service was perfect....in and out of the shop in under 2 mins.

Which was a good job as the place (in West London) was absolutely heaving.....not a bad sign with 2.5 weeks still to go

[imperial3] 06/12/2015 12:44

Todays Sunday Times has aricles particularly on the future of Homebase.Worth a read.

[jonny33] 03/12/2015 09:54

Worth a read.

[imperial3] 02/12/2015 13:02

Just look at the share price performance of Amazon over the past few years.Can Home ever emulate them? I live in hope?!

[jonny33] 02/12/2015 11:09

So far as I can tell, and based on figures from BRC (British Retail Consortium) consumers have not brought forward all of their spending like last year, so assuming Home has done well over the last week, which word on the street is saying that Argos were winners last week, then I believe there is a fighting chance of recovering some ground.

[nw99] 02/12/2015 10:56

Something brewing good buyers around

[bouka1] 01/12/2015 22:46

JP MORGAN , OTHERS FEW INCREASED SHORT TODAY

[jimmywilson612] 01/12/2015 22:43

Short Interest has dropped a bit in the past few weeks:

Nov 20th - 9.45%
Nov 24th - 7.63%